Areas of Specialization
Helping families achieve their financial, social and legacy aspirations. With a goal to preserve and grow their wealth through an unwavering commitment to private wealth management.
Custom financial planning with a specialization in estate planning, retirement planning and income provision. Facilitation of business succession planning, defined contribution plans and wealth management for endowments and foundations.
The Lansat Group is committed to making a meaningful difference in the lives of their clients. Joel Lansat (senior vice president) began in 1986 working with divorced women and widows. His outstanding reputation is built on his expertise as an investment advisor. He expanded his business by partnering with his son Jeremy and daughter Samia. Jeremy Lansat (vice president) is dedicated to each of his clients personal financial needs. His thorough preparation, insight, and advice are the reason for his client retention and referrals. Samia Lansat (investment management consultant) provides a high level of client service, both proactively and responsively. She guides her clients to make well-informed financial decisions, helping them to attain their goals.
The Nat King Cole Generation Hope Foundation (board of directors); The Jewish Federation